Attorney Keenan will participate in a panel discussion for a nationally-broadcast live webinar titled “Step-By-Step Guide to Drafting Wills and Trusts in Connecticut” for the National Business Institute on December 13, 2021 from 9am to 4:30pm. The intended audience is fellow attorneys, accountants, financial advisors and other professionals. Registration information is not yet available. Attorney Keenan’s portion of the presentation will include the following topics:
Complying with Connecticut Statutes
Types of Wills
Verifying and Documenting the Testator's Competency
Beneficiary Designations in Retirement Plans and Life Insurance
Pension Distributions During and After Life
Titling Assets
Designating Fiduciaries
Planning for Disabled Children
Sample Will Verbiage
Sample Forms
Updating Will Documents
When to Recommend a Trust Over a Will
Types and Functions of Trusts
Selecting Trustee(s)
Choosing Trust Situs
Trust Funding Basics
Sample Forms
